Rovsing

In connection with the interim report for H1 2025/26, we have updated our one-pager analysis. Read more about valuation perspectives and the key investment reasons and risks.

We have updated our investment case one-pager following the Q1 2025/26 report. Despite a relatively weak start to the year in revenue, earnings, and order intake, partly driven by delays, the 2025/26 guidance was reiterated. Increasing European space budgets support expectations of higher order inflow, which is needed to deliver on the reiterated guidance, and could start a new order cycle in the industry.

In connection with Rovsing’s 2024/25 results, expectations for 2025/26, and a strategy update focusing on M&A to capture momentum in the defence subsector, we have updated our investment case one-pager.